Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
CGP, LLC
EIN 27-1421322Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
27
1004 OAK DRIVE - RICHMOND, IN 47374765-935-1997
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 27 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CGP DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.8M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CGP RETIREMENT PLAN & TRUST
401k
Assets$1.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CGP DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $1.8M | 13 | 2024 | |
| 001 | CGP RETIREMENT PLAN & TRUST | 401k | $1.3M | 14 | 2024 |
Retirement plans